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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,919 | $63,433+89.0% | $63,803+88.0% | $64,097+87.1% |
| Participation rate | 93.3% | 65.0%+28.3pp | 72.7%+20.6pp | 55.2%+38.1pp |
| Annual return | 13.46% | 20.74%-7.3pp | 543.72%-530.3pp | 34.64%-21.2pp |
| Employer contribution / active EE | $844 | $2,332-63.8% | $2,532-66.7% | $1,891-55.4% |
| Participant deferral / active EE | $1,369 | $3,119-56.1% | $3,843-64.4% | $3,080-55.5% |
| Admin fee / account holder | $502 | $1,489-66.3% | $5,196-90.3% | $3,454-85.5% |